Fossil And Under Armour Among Specialty Retail Winners, Jefferies & Company Reports

While all companies are seeing cost inflation creep up, Jefferies & Company reports that not all are managing the issues (and Street expectations) the same. Bottom line, each company is unique. More importantly, we continue to expect a strong holiday season. “In our opinion, companies best positioned share the following attributes: limited exposure to Chinese manufacturing, limited exposure to cotton, healthy inventory positions, strong brands with pricing power, and offsetting margin levers like international growth or direct to consumer growth (in the case of wholesalers),” Jefferies & Company writes. Fossil, Inc.

, which closed Friday at $58.99, and Under Armour, Inc.

, which closed at $46.68, are among the winners in Jefferies & Company's list.